ATYT (ATI) is down over 8% today. Its at 14.50 after being 19 dollars a few weeks ago. do u think its a good buy right now?
is ATI a good buy now?
- Thread starter Dimkaumd
- Start date
I agree; $9.59 is dirt cheap for nVidia stock. IMO AMD is on the rise, and nVidia is the premier chipset maker for AMD. This round of the graphics war appears to be pretty even, but nVidia is ruling the roost in Doom3 performance. This will make them look very good to the casual investor who knows little about the innards of graphics cards.
I don't think either company makes a whole lot on their 6800/x800 series of cards. Isn't the real money in the sub $200 (or even sub $100) market?
Odd how ATI is down as well.
Odd how ATI is down as well.
Schadenfroh
Elite Member
- Mar 8, 2003
- 38,416
- 4
- 0
Look at this
Click on the 1-year chart. ATi was selling for ~$25CDN not very long ago, and now it's ~$19. It appears to be a good buy at the moment; the lowest it's been in the past year was ~$16.
Note that all prices on that website are in Canadian dollars.
From the article:
Hardly surprising, as everyone was waiting on the new graphics cards and more info on Prescott and S939 A64s before buying anything.
They'll probably show much stronger earnings through the rest of year -- at least if they can get their act together with the 6800s (and release something new in the <$200 segment), and AMD puts out the S939 Sempron chips and/or cuts prices on the 3500+ and 3800+ (which will drive sales of NForce3-based motherboards). But then again, I'm not a stock analyst.
A lot of this is probably investment in the new NForce3 250 and NV40 projects, neither of which have really hit critical mass yet (but probably will in the next 6 months).
Interesting analysis. You think the investors know about Doom3?
I personally know about SEVEN people who don't buy hardware often (like they measure the time between upgrades in YEARS, not months or days as I do) who bought or are buying hardware for Doom 3 / Half-Life 2. I bet the Doom3 effect brings profits up in this quarter.
As someone who works for a company who makes computer hardware, I can tell you that there is a DEFINTE yearly cycle. The quarter that just ended is ALWAYS the worst quarter of the year. Next quarter will be better guaranteed, even without Doom3. Actually this might be a good time to buy because of the alignment of the two (yearly cycle + Doom3 / HL2), but keep in mind the only time I ever made money in the stock market was when you couldn't help but NOT make money and from company granted options.
I personally know about SEVEN people who don't buy hardware often (like they measure the time between upgrades in YEARS, not months or days as I do) who bought or are buying hardware for Doom 3 / Half-Life 2. I bet the Doom3 effect brings profits up in this quarter.
As someone who works for a company who makes computer hardware, I can tell you that there is a DEFINTE yearly cycle. The quarter that just ended is ALWAYS the worst quarter of the year. Next quarter will be better guaranteed, even without Doom3. Actually this might be a good time to buy because of the alignment of the two (yearly cycle + Doom3 / HL2), but keep in mind the only time I ever made money in the stock market was when you couldn't help but NOT make money and from company granted options.
Odd how ATI is down as well.
Not really if you look at the marketshare breakdown
Intel = +4.7% marketshare
Nvidia = -4% marketshare
ATI = -.8% marketshare
Intel is just taking marketshare from both companies.
Not really if you look at the marketshare breakdown
Intel = +4.7% marketshare
Nvidia = -4% marketshare
ATI = -.8% marketshare
Intel is just taking marketshare from both companies.
since when does intel make graphics cards? and do u really think they can complete with nvidia and ATI?
They make integrated video chipsets, which cost anywhere from 5-30 for motherboard makers to buy
Intel's integrated graphics chips have over 50% of the total marketshare. Yes, IEG2 is more widely used than all ATI and NVIDIA cards put together (in terms of total number of systems). Their new chip (the 925i, I think) is likely to continue this trend, and it's a far better performer than the old IEG2.
However, in the gaming/enthusiast segment (ie, the sorts of people who would *like* to buy an ATI or NVIDIA card), I would guess their share is very, very small, probably well under 5%. Every card released in the last 3 years (as well as NVIDIA and ATI's integrated chipsets) has outperformed IEG2.
They don't make "cards" per se, but they do make their integrated graphics chipsets, you know the ones that are integrated into motherboards (Check out their new 915G chipset). While they don't compete with ATi or Nvidia on the high end, they do compete with them on the low end.
Yes, they do. See here.
Quote:
Desktop Integrated Graphics ? SiS Collapses, Intel Skyrockets
Intel Corporation proves to be the most successful provider of integrated graphics solutions with its Intel Extreme Graphics and Intel Extreme Graphics 2 cores that are built in the company?s i845 and i865-series of products. During the third quarter 2003 the company gained an extra 3%, while SiS lost another 2%.
It means that the world?s largest chip-maker (Intel) has managed to increase its share from 57% to 67% within the first three quarters of the year, while SiS has lost 5 points and now occupies 13% of the desktop chipsets with integrated graphics market. NVIDIA and VIA stayed flat with 17% and 3% respectively compared to Q2 2003.
As far as graphics cards/chips themselves go, Intel only has a 35% marketshare.
Quote:
Desktop Graphics Direction ? Intel
The graphics adapters market itself proved to be quite healthy in the third quarter of 2003 and demonstrated both sequential and annual growth. Particularly, the market saw a 13.75% increase in terms of graphics units sold, including standalone, integrated, mobile, professional, etc.
The biggest supplier of graphics products in the third quarter of the year was Intel with 35% of the whole market. NVIDIA Corporation and ATI Technologies boast with nearly equal shares of the graphics market ? 25% and 22% respectively. This demonstrates the indisputable success of ATI Technologies and Intel within the last 12 month.
Other providers of graphics products, such as VIA Technologies, Silicon Integrated Systems and Matrox Graphics stayed flat with the previous quarters with 9%, 8% and 1% parts of the market in that order. All three saw slight volume increases, while the sales of competing Silicon Motion decreased dramatically during the quarter.
Yes, I know this is data from 2003, but much hasn't changed since then.
ATi still beats them as far as performance goes w/ integrated video; the 9100IGP is the fastest of them all AFAIK. That said, intel makes much better chipsets than ATi does, leaving ATi in their dust in this area. The new 915G graphics actually appear to compete quite well with ATi.
Remember, a HUGE percentage of computers have no need for 3D graphics whatsoever. Just about every business machine out there is well served by one of these IGPs.
I was once a big nV fan and meber and .. bkla bla bla. I had only nVidias in me PC, but now teh time is changing and i buyed an Raden, the only good nVidia card now for me was 5700 but she was twice as expensive as my new radeon and hes good
TRENDING THREADS
-
Discussion Zen 5 Speculation (EPYC Turin and Strix Point/Granite Ridge - Ryzen 9000)- Started by DisEnchantment
- Replies: 25K
-
Discussion Intel Meteor, Arrow, Lunar & Panther Lakes + WCL Discussion Threads
- Started by Tigerick
- Replies: 23K
-
Discussion Intel current and future Lakes & Rapids thread- Started by TheF34RChannel
- Replies: 23K
-
-
Facebook
Twitter